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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $140,573 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $72,534 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,850 |
RETIREMENT SOLUTION GROUP6+ years Filed as: RETIREMENT SOLUTION GROUP, LLC Service code 13 25 MARKET ST STE 2B · PORTSMOUTH, NH 03801 | Contract Administrator | $23,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,430 | $241,101-80.3% | $103,374-54.1% | $199,768-76.3% |
| Participation rate | 33.7% | 78.3%-44.6pp | 74.5%-40.8pp | 72.0%-38.3pp |
| Annual return | 16.61% | 17.80%-1.2pp | 24.89%-8.3pp | 34.26%-17.7pp |
| Employer contribution / active EE | $911 | $4,244-78.5% | $3,869-76.5% | $3,037-70.0% |
| Participant deferral / active EE | $2,520 | $3,958-36.3% | $5,058-50.2% | $5,090-50.5% |
| Admin fee / account holder | $238 | $288-17.3% | $8,394-97.2% | $269-11.6% |